Senior Family Office Finance Leader: Accounting & Reporting

Rockefeller Capital Management; Jackson (WY); On-site; USD 180,000 - 280,000; Full time

Job summary

Rockefeller Capital Management is seeking a senior finance professional to join its Family Office Services group within Rockefeller Global Family Office. The role combines day-to-day financial leadership of a complex multi-entity family office with broader client reporting and tax liaison responsibilities across the client base.

The ideal candidate holds CPA and EA/CVA credentials, has 15+ years in accounting, reporting, treasury and tax for family offices, and can balance hands-on client work

Qualifications

• 15+ years in accounting, reporting, treasury and tax across family-office or closely held multi-entity structures.
• CPA required; EA/CVA or MAcc advantages.
• Hands-on reconciliation of private-fund activity to manager reports.
• Implemented GL / consolidated reporting systems and automated data flows.
• UHNW tax planning, entity structuring and multi-jurisdiction coordination.
• Trusted-advisor presence with principals; discreet, direct, organized.

Responsibilities

• Lead day-to-day family office financial activities, including accounting, bill pay, treasury, cash management, and financial reporting across complex personal, investment, and real estate entities.
• Provide proactive financial oversight, coordinating with internal teams and external advisors.
• Coordinate tax-related activities across multiple entities and jurisdictions.
• Oversee consolidated financial reporting, including balance sheets, income statements, and investment reporting.
• Establish and enhance family office processes, controls, and governance practices.
• Support client reporting and tax liaison practices across the client base.
• Standardize reporting templates, close calendars, data integration and reconciliation procedures.
• Mentor junior team members and contribute to broader Family Office Services initiatives.

Skills

CPA

UHNW tax planning

Financial reporting

Treasury

Multi-entity knowledge

Education

CPA certification

EA or CVA preferred

MAcc a plus

Job description

Rockefeller Capital Management is seeking a senior finance professional to join its Family Office Services group within Rockefeller Global Family Office. The role combines day-to-day financial leadership of a complex multi-entity family office with broader client reporting and tax liaison responsibilities across the client base.

The ideal candidate holds CPA and EA/CVA credentials, has 15+ years in accounting, reporting, treasury and tax for family offices, and can balance hands-on client work